Vertiv Holdings Co. $VRT Shares Purchased by Copeland Capital Management LLC

Copeland Capital Management LLC boosted its position in Vertiv Holdings Co. (NYSE:VRT) by 42.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,266 shares of the company’s stock after buying an additional 3,973 shares during the quarter. Copeland Capital Management LLC’s holdings in Vertiv were worth $1,703,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in VRT. GW&K Investment Management LLC acquired a new stake in shares of Vertiv in the 1st quarter valued at about $26,000. SouthState Corp acquired a new stake in shares of Vertiv in the 1st quarter valued at about $27,000. North Star Investment Management Corp. raised its stake in shares of Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock valued at $30,000 after purchasing an additional 412 shares in the last quarter. Sachetta LLC raised its stake in shares of Vertiv by 242.0% in the 1st quarter. Sachetta LLC now owns 448 shares of the company’s stock valued at $32,000 after purchasing an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA acquired a new stake in shares of Vertiv in the 1st quarter valued at about $33,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Activity at Vertiv

In other news, insider Paul Ryan sold 22,218 shares of the stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the transaction, the insider directly owned 12,803 shares in the company, valued at $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Karsten Winther sold 41,654 shares of the stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the sale, the insider directly owned 18,848 shares of the company’s stock, valued at approximately $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 180,952 shares of company stock valued at $23,360,571. Insiders own 2.63% of the company’s stock.

Wall Street Analyst Weigh In

VRT has been the topic of a number of recent analyst reports. Evercore ISI restated an “outperform” rating on shares of Vertiv in a research note on Thursday, July 10th. Wolfe Research reaffirmed an “outperform” rating and set a $155.00 price objective on shares of Vertiv in a research report on Thursday, July 10th. William Blair assumed coverage on shares of Vertiv in a research report on Monday, July 28th. They set an “outperform” rating for the company. Oppenheimer boosted their price objective on shares of Vertiv from $140.00 to $151.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Vertiv in a research report on Saturday, September 27th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $144.95.

Vertiv Trading Down 0.7%

Vertiv stock opened at $160.45 on Friday. The firm has a 50 day simple moving average of $137.27 and a 200-day simple moving average of $113.78. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock has a market capitalization of $61.27 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 1.42 and a beta of 1.84. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $168.99.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 by $0.12. The business had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business’s revenue was up 35.1% on a year-over-year basis. During the same period last year, the firm posted $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, equities research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were issued a $0.0375 dividend. The ex-dividend date was Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 7.18%.

Vertiv Profile

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.